The Qatar Financial Centre Regulatory Authority said today (20 November) it had entered into a settlement agreement with AIX ...

“Advisers should also help their clients talk about their dreams with their nearest and dearest. At Continuum our advisers ...

US-headquartered Financial Planning Standards Board (FPSB), the standards-setting body for the global financial planning ...

The Quilter Investors Monthly Income and Monthly Income & Growth portfolios have introduced a number of new asset classes to ...

Four-fifths (80%) of asset and wealth management (AWM) organisations say disruptive technologies such as AI will fuel revenue ...

Lighthouse Canton’s asset management business has appointed Won-Ki Kim as the head of global institutional sales.

Rokstone, the International Speciality (Re)Insurance MGA, part of the Aventum Group, has received a regulatory licence from ...

The Chartered Institute for Securities & Investment (CISI) has announced UK Financial Planning Week (27 January – 2 February ...

Succession Wealth today (18 November) said it has acquired True Wealth Group, a financial planning and wealth management ...

The speech came after only the day prior, Swedish fintech company, Klarna, chose to list in New York and not London ...

Ocorian, a global leader in private client services, fund administration, capital markets, corporate, and regulatory & ...

The video took place at the 25th Annual II Awards VIP Screening event in Covent Garden, London in October 2024 ...